See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,240 | $54,701+8.3% | $86,188-31.3% | $71,457-17.1% |
| Participation rate | 70.1% | 60.1%+10.0pp | 69.0%+1.2pp | 67.9%+2.2pp |
| Annual return | 148.15% | 20.06%+128.1pp | 1168.45%-1020.3pp | 28.85%+119.3pp |
| Employer contribution / active EE | $1,300 | $1,265+2.8% | $2,380-45.4% | $2,588-49.8% |
| Participant deferral / active EE | $2,108 | $3,108-32.2% | $3,985-47.1% | $4,289-50.9% |
| Admin fee / account holder | $2,660 | $1,922+38.4% | $6,852-61.2% | $1,587+67.6% |